Version 6.0 Release

New Tabbed Interface - New improved screen allows you to quickly update your information and transactions. Changes can be made immediately without having to 'edit' and 'save' because your changes are saved automatically. The tree can be toggled on and off allowing for quick access to your Owners and Tenants.

Automatically display a default image for each property, and unlimited images for each rental unit.

Owner Payment Screen - Pay one or all of your Owners in seconds. Show all rental Unit balances for each Owner, and click on ' Create Checks' to pay. Now you can also write checks to Owners based on the percentage of Ownership.

New Transaction Finder function allows you to quickly locate or delete transactions, using a number of search options!

CAM (common area maintenance) feature - With the new flexible CAM charge feature, you can post charges based on lease square footage, total square footage, divide the costs evenly and more. You can opt to change the CAM charges to just the Tenants of one Owner, one Property, or individual Tenants. You can use any account category in the Tenant File, and charge to Owners, Properties, or individual Units and Tenants.  Saves hours of time calculating, allocating and posting fees to your Tenants.

Unlimited Images stored with every rental unit - Now, you can have any number of images, such as Tenant photos, Tenant autos, interior and exterior photos, property condition photos, or advertising photos and documents stored for each of your rental units. It is easy to insert the images or to set the default image that will show each time the rental property is accessed. The image is resized for you, and can be show full size and printed. The Tenant File features section is the easy way to always keep your information on interior and exterior features handy and organized.

New Check/Deposit Screen - It is easier than ever to create checks in the Tenant File. One check can be posted to any Owner Ledger, Property Ledger, Tenant Ledger, or Unit Ledger.

New Check Reconciliation Screen - The new bank reconciliation screen makes it easy to clear pending checks with a click or to clear all check at once. As each check is cleared, your balance is updated until you are in balance with your bank statement.  Plus, there is a new Check Reconciliation report that you can print to keep a record of your reconciliation history.

New Easy Setup Screen - for faster setup of Owners, Properties, Units and Tenants. Especially helpful for redundant information such as apartment buildings.

Added Features:

There is now one place where you can set all of your 'default' account options. These work throughout the program. For example, you can set the 'Rent Received' account to always use the same remark, including the current month, for example: Proceeds for (current month).

Expanded field sizes for Owner Last Name (from 30 to 60), Rental Unit (from 30 to 60), and Tenant Last Name (from 30 to 60).

Handwritten checks can now be posted as 'split checks' allowing you to create one check and post to any Owner, Property, Unit, or Tenant Ledger.

The Unit Number field has been changed to 'Unit ID' allowing for custom sort options, such as in the User Defined Report.

Automatic post Rent Charges now allows you to specify a due date for posting. Also, there is an option for the Tenant File to automatically charge rent each day without user interaction.

Added Include/Exclude feature to the Report Menu, so that you can hide reports that you don't use, making report selection easier and faster.

Added the ability to export any report in the Report Menu to PDF format in addition to all of the other formats already available.

Added sort option to the Check Printing screen, so that you can print checks in Date Order, Payee Name Order, Check Amount Order, or Entry Date Order.

Added another check style to check setup for a check style which is commonly used for Quicken compatible checks.

Check Register can now be sorted by clicking on the column header for each column. Now, you can sort by Check Date, Check Number, Payee Name, Remark, Invoice, and Check Amount.

Check stub now printed detailed information on both check stubs. Previous versions of the Tenant File printed on one of the stubs only.

Added a new Tenant 2 choice to the 'Find' button in the ledgers, so that you can find a ledger by the second Tenant name in the Tenant Information.

Added the ability to customize the name of the labels for Recurring Fields 1, 2, and 3, plus the labels for Escrow 1, 2, and 3. This show the new label in Ledger and Automatic Posting.

Owner, Property, Unit, and Tenant Information fields now do not require you to click 'Edit' and 'Save' any more. Just enter your information and the data is automatically saved.

Labels for all 3 Recurring Fields and Escrow Fields can now be customized to display any label name. This label shows on the Unit Information Screen and the Automatic Posting Screen.

Unit Number field has been re-labeled to Unit ID field to clarify it's purpose. The Unit ID field is a user-entered freeform field that can be used for identification, such as a city code, state, id number or whatever you want. 

New Reports:

Ledger Balances (Detail by Date Range): Similar to the Ledger Balances (Current Report), this report allows for you to enter a date range and shows every detailed transaction in the date range.

Ledger Balances (Summary by Date Range): Similar to the Ledger Balances (Current Report), this report allows for you to enter a date range and shows a summary of transactions in the date range.

Owner Statement Detail (by Property): Similar to the Owner Statement Detail, but is oriented by Property Name instead of Owner Name.

Unit Income/Expense Listing: Displays Owners, Properties, and Rental Units and for each Rental Unit shows Current Tenant, Payment, Income, Expenses, and Net for the date range requested.

Property I/E Listing: Displays Owners and Properties and for each Property shows total Income, Expenses, and Net for the date range requested.

Check Reconciliation - Cleared Detail: Displays all Cleared Checks and Deposits within a date range for any bank account showing Check Detail, Payee , split transactions and totals.

Check Reconciliation - Pending Checks: Displays all Pending Checks and Deposits within a date range for any bank account showing Check Detail, Payee , split transactions and totals.

Check Reconciliation - Summary: Displays a summary showing Cleared Transactions, Bank Balances, Pending Transactions, and the Current Register Balance. 

New Services (additional fees required)

DirectPAY ACH Services - Now, the Tenant File can support ACH transactions, so that you can receive you tenant's rent through direct bank draft, eChecks, Credit Cards, or on-line payment. This requires setup with the ACH processor.

Tenant Screening Services - Run your tenants screening from the Tenant File menu. We have a specially negotiated rate for Tenant File customers for your tenant screening needs.

Version 5.6 Release

This Tenant File update was released April 2, 2005. Here are the major features and improvements:

New Navigation Tree for searching - Now you can choose to show a handy navigation tree to the left of your Owner, Property, Unit, and Tenant Information. Quickly find the information you are looking for by clicking on the tree. You can work with the tree open or closed, or you can shrink the tree to show an Owner listing only. You have the option to always show the tree upon opening the Tenant File Activities section, or you can keep it closed until needed.

New and Improved Report Menu - Completely redesigned for ease of use and new features. The Report Menu now is sub-grouped into main categories for quicker access.  Each report now has a Report Description and a Sample Report so you know what the report will look like. All report settings can be saved individually.

Charge your Tenant's monthly rent with one click - Now, as part of the 'Post Rent' feature, you can choose to easily 'Charge Rent to Tenants' or 'Post Rent Income' in seconds. No more need to set up your choices through the Automatic Posting menu.  All of your Tenant Ledgers will be updated automatically with the current rent charge.

The Transaction 'Remark' field expanded - We listened to users who wanted to be able to enter more information into the 'remark' field for each transaction. Now you can enter up to 60 characters for each transaction - 3 times as much information as before! All reports have been adjusted to accommodate the larger remark field.   

Web support accessed from within the Tenant File -  Now you can access the Internet Tenant File technical support page by clicking on an option from the 'Help Menu' within the program. Find Common Questions and Answers, hints, tips, and problem solving and the latest notices from the Tenant File. Note:Your browser must support Microsoft MAPI for email functions.

Tenant File background colors can be selected by user - Now you can change the background color of the Tenant File to suite your tastes! Choose from one of 9 different background colors instantly.

Easily add Bank Charges and Credits - From within the Check Register, you can now add Bank Charges and Credits of any kind. Use this to add starting bank balances, direct deposits, service charges and more.

Improvements for Checks and Check Reconciliation - Check reconciliation is now easier with the addition of a 'clear all' checkbox. Now you can clear all pending checks and deposits in the register with one button. The reconciliation window has been redesigned and now remembers the last statement date and bank balance. The Tenant File now remembers the last check number printed when printing checks on any bank account. Clearing individual checks is easy by just using your down arrow and pressing 'C' for each cleared check.   

Emailing Tenants, Owners, or Vendors with ease - With the Tenant File Version 5.6, you can easily send email from within the program. While in the information area for any Owner, Property, Unit, Tenant, or Vendor, simply click on the 'Send Email' button to send an individual email. Or, under the Miscellaneous Menu, choose 'Easy Email' and send email to selected groups. Choose email field 1, email field 2, or both. Create email groups for specific mailings. You can even save all emails sent to groups and save them for later use. Note: Your browser must support Microsoft MAPI for email functions.

Other improvements and changes in Tenant File Version 5.6:
Added Check/Deposit field and Remark field to Easy Post screen
Check/Deposit numbers can now be changed in the Check Register
Added 'clear all' option to Check Register screen for pending checks and deposits
User Defined Report now shows more information, wrapping text to the next line if needed
User Defined Report now has 'Show Notes' option for Owners, Properties, Units or Tenants
Check printing now remembers the last check number used in last printing
Improved screen design for better display in Windows XP
Improved error checking in the File Maintenance area
Added Statistics (Owner) report to show statistics for individual Owners
Added Owner Checks report to show all checks written for individual Owners
plus many more improvement …  

Version 5.5 Release

This Tenant File update was released April 30, 2003.  Here are the major features and improvements:

New, Convenient shortcut buttons on the Main Menu – jump quickly to the part of the Tenant File you use the most.

Just click on any button to create backups, write checks, post rents, and other common activities.

Export to QuickBooks - Now the Tenant File can export checks to BOTH Quicken and QuickBooks.

Just enter the starting and ending dates for the checks to export, and the Tenant File will create an export file specifically formatted for Quicken or QuickBooks.

Charge Late  Fees Automatically - With the new global Tenant File Late Fee abilities, you can charge nearly any type of late fee automatically. Just enter the method you use and the Tenant File will remember it. Handles fixed charges, daily charges, percentages, maximum and minimum charges, and grace periods.

All New Feature Search System - Have you ever wanted to look for all available units with certain features? Now you can. Just enter the features you are looking for, and let the Tenant File do the work. The all new Feature Search System is an easy way to find the perfect rental for your prospective clients. Just enter up to 5 different search features and get the info you want instantly!

Quickly Increase your Rent - Now, the Tenant File can save you even more time by increasing your rents automatically. You can select any Owner, Property, Unit, or Tenant (or all) and have the Tenant File do the update.

Total Your Checks before You Print - Now, as you select the checks you want to print, the total is displayed.  This will help you determine which checks to print now and which ones to hold.

See Balances when Writing Checks - When creating a check, the Tenant File will calculate the total Owner's balance plus all related Property and Unit balances for you. Now, you can make sure the check amount you are writing is available to be paid! Keep you last bank balance handy - Now, as part of the check reconciliation, the Tenant File will remember your last bank ending balance from the previous statement. No more searching for old statements!

Print your Check Register Screen quickly - Now you can quickly print out whatever you have on the screen in the Tenant File Check Register - Deposits, Entered Checks, Printed Checks, or whatever you want. This will be a valuable assistance in reconciling your checkbook. Can be run for all checks and deposits between any 2 dates.

Write SPLIT checks to Owners or Properties - Now, you can create 'split' checks (one check for multiple items) for Owners and Properties, as well as Units and Tenants. The ability to do this has been requested by our users, and we listened! 

New Reports - We've added two new Unit Income/Expense Statements to show all Income and Expenses by Account Category between any two dates. Plus, there are many other improvements in ease of use and efficiency!

Version 5.4 Release

This Tenant File update was released November 1, 2001. Here are the major features and improvements:

Reminder System – the all new Reminder System is terrific for helping to remember those 'To Do' tasks, such as meetings, renewals, rent increases, birthdays, and much more! It also includes an 'Event' reminder to log important occasions that have taken place. But it doesn't stop there! You can be reminded of Tenant Balances due, Leases that are going to expire, Owner Payments due to you, and Payments due to the Owners. You can enter a reminder from any Owner, Property, Vendor, Unit, or Tenant. The excellent Tenant File Reminder System will display your choice of reminders whenever you enter the program.

Report Searches – now any report in the Tenant File can be searched for information. This handy feature can quickly search a set of reports for items such as Check Numbers, Tenant Names, Addresses, Remarks, Invoice Numbers, Dates - anything! Simply type in what your are looking for and click on the binocular icon. The program will find all matches in any of the reports you display.

Easy Post - the Tenant File 'Easy Post' feature makes it even easier to post rental income. Shown in a chart format, the Tenant File will show all rent and calculate management fees, so that both can be posted at the same time. You are even able to create a deposit or check for all postings. Never has it been so easy!

Print Checks easier! - the check printing screen can now be accessed directly from the check entry screen for easier and faster check printing.

Send Your Reports via Email! - now, from within the Tenant File, you can email the report you are working on to anyone. Send statements to Owners, Vendors, or Tenants. Every report can be sent immediately in RTF (Rich Text Format) or as a Word Document attachment.  An email windows pops up and allows for immediate transmission.

There have been many other smaller improvements and corrections made to the Tenant File in version 5.4. 

Version 5.3 Release

This Tenant File update was released November 10, 2000. Here are the major features and improvements:

Multiple Checking Accounts – now you can maintain your main Property Management Bank Account, plus two other separate bank accounts. You can use these two extra bank accounts to maintain your security deposits or escrow accounts.  Full bank and account information is kept for each separate bank account.

HTML Report Export - now all reports can be exported to HTML for posting to the Internet. You can also save your reports in MS-Word format, Excel format, or various text formats.

Email Listing - the Tenant File will search your files for all email address for your Owners, Tenants, or Vendors and consolidate them for you in a single string. You can then 'cut and paste' the list into any email and do a mass email to all recipients at once!

Owner Income/Expense Reports - these two excellent reports will consolidate all of the Income and Expense transactions for each Owner and print them in an easy to understand Income/Expense format - either detailed or summarized on one page.

Owner Month to Date/Year to Date Report - prints in column format, with the first column being Month to Date (or any time period), and the second column being Year to Date.

Copy / Restore Improvements - the Tenant File Copy/Restore feature can now save you data to any folder or drive, instead on just your diskette drives. This will enable you to save your data to zip drives, network drives, or to your own hard disk.

Version 5.2 Release

This Tenant File update was released February 17, 2000.  All current users with versions 5.1.32 or lower have been mailed notices.

New Instant Owner Balance Feature – when you are in any Owner, Property, Tenant , or Unit Ledger, you will be able to press a key and get a quick view of all Properties and Units for any Owner, along with current balances and a grand total.

Version 5.1 Release